Service options for your CAF Charitable Trust

There are two service options for your CAF Charitable Trust:

Premier Service

Minimum balance £25,000. Annual minimum fee £375.

You can take advantage of a wide range of services and additional features not available under the Standard Service, to help you make the most of your CAF Charitable Trust. The Premier Service offers:

plus:

  • overseas grant-making
  • the ability to donate non-cash assets such as shares and property – and make a specific request as to how these are sold or used
  • access to your own dedicated Private Client Manager who can guide you through the features available to you

Standard Service

Minimum balance £10,000. Annual minimum fee £120.

As a Standard Service client you’ll have access to our team of experienced client managers who can help you make the most of your CAF Charitable Trust, plus:

Find out more

 

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Upgrade at any time

It’s simple to upgrade to the Premier Service if your requirements change. Simply contact one of our team on 03000 123 028 for more information.

Get in touch

If you have more complex giving requirements, call our team on 03000 123 028 to discuss your needs.